Portfolio Management Team



Portfolio Management Team

Brian Lavery Contact Information 647.776.0654 This e-mail address is being protected from spambots. You need JavaScript enabled to view it.

Brian Lavery CFA, CMT

Portfolio Manager

Brian brings over 20 years of investment experience, most recently as Portfolio Manager, North American Equities and Head of Research at a boutique mutual fund company. Brian was also a portfolio manager at BMO Harris Investment Management, where he launched, managed and conducted equity research for portfolios in support of $11 billion in assets. Brian began his investment career as a research analyst at a boutique brokerage firm, after working as an engineer in the information technology field.

Brian obtained an Honours Bachelor of Science degree in Electrical Engineering from Queen’s University and an MBA from the Schulich School of Business. He also holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) professional designations from the CFA Institute and Market Technicians Association.

FaLang traduction system by Faboba